2011-04-28T11:57:06-04:00 2010-06-30 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2009-07-01 760248082 LEGACY COMMUNITY HEALTH ENDOWMENT INC LEGA 7138303000 1116 JACKSON BLVD HOUSTON TX 77006 JUDI McNALL 7138303000 2011-04-15 true Brian D Todd 4178658701 2009 2016-02-24 21:20:13Z KATY CALDWELL 1116 JACKSON BLVD HOUSTON TX 77006 646316 false X WWW.LEGACYCOMMUNITYHEALTH.ORG X 1988 TX TO PROVIDE PERMANENT FINANCIAL SUPPORT OF LEGACY COMMUNITY HEALTH SERVICES, INC. 11 11 0 11 0 0 1370728 409298 228045 228045 10272 8973 -159121 0 1449924 646316 0 0 0 0 0 0 10000 0 197371 379604 650789 389604 650789 1060320 -4473 10306809 10361929 2092834 2152427 8213975 8209502 TO PROVIDE PERMANENT FINANCIAL SUPPORT OF LEGACY COMMUNITY HEALTH SERVICES, INC. false false 298551 228045 LEGACY ENDOWMENT CONDUCTS FUNDRAISING, INVESTMENT, AND OTHER ENDOWMENT ACTIVITIES ON BEHALF OF LEGACY COMMUNITY HEALTH SERVICES. LEGACY SERVICES PROVIDED PATIENT CARE AND RELATED ACTIVITIES TO MORE THAN 26,472 INDIVIDUALS DURING THE PAST YEAR. 298551 true true false false false false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false 11 11 false true false false false false false true true false false true true true true true true false X JUDI MCNALL 7138303000 1116 JACKSON BLVD HOUSTON TX 77006 MELANIE GRAY 1.0 X X 0 0 0 CARRIN PATMAN 1.0 X 0 0 0 JAMES A REEDER JR 1.0 X 0 0 0 JAMES KOVACH 1.0 X X 0 0 0 MELISSA MITHOFF 1.0 X 0 0 0 GEOFFREY WESTERGAARD 1.0 X X 0 0 0 DAVID FOX 1.0 X X 0 0 0 MARK GRIERSON 1.0 X 0 0 0 BOB DEVLIN 1.0 X 0 0 0 MONSOUR TAGHDISI 1.0 X 0 0 0 CLAIRE THEILKE 1.0 X 0 0 0 KATHERINE CALDWELL 1.0 X 0 176297 13551 JUDITH MCNALL 1.0 X 0 142848 12500 0 319145 26051 0 false true false GENSLER PO BOX 848279 DALLAS TX 752848279 ARCHITECTURE 365205 1 409298 409298 RENTAL INCOME 532000 228045 228045 228045 8973 8973 0 0 0 0 0 0 0 646316 228045 8973 0 0 0 0 0 0 0 0 0 0 325566 135684 189882 0 12000 12000 0 0 0 7643 3643 4000 0 2192 1087 1105 0 0 4354 4354 19 19 0 0 53015 53015 0 91015 91015 46860 46860 OTHER 5905 2416 3489 REPAIRS & MAINTENANCE 102180 102180 LICENSES, DUES & SUBSCRIPTIONS 40 40 650789 298551 154867 197371 43563 36512 2423446 2926736 4139631 3300038 980 5153158 1055495 3700169 4097663 10306809 10361929 243910 307435 1846097 1837222 2827 7770 2092834 2152427 X 1351622 1442745 6862353 6766757 8213975 8209502 10306809 10361929 X false true true X false X 4617171 255435 5556949 1370728 409298 12209581 4617171 255435 5556949 1370728 409298 12209581 5245867 6963714 26305 35146 131403 49362 8973 251189 12460770 926290 0.55885 0.68122 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1811452 1811452 2540436 1040486 1499950 256456 13886 242570 1925 1123 802 542889 0 542889 4097663 0 DUE TO LEGACY COMMUNITY HEALTH SERVICES 7770 7770 646316 650789 -4473 -4473 646316 646316 646316 650789 650789 650789 UNCERTAIN TAX POSITIONS SCHEDULE D, PART X, QUESTION 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. false false false false false false false false false KATHERINE CALDWELL 0 176297 0 0 0 0 0 5364 0 8187 0 189848 JUDITH MCNALL 0 142848 0 0 0 0 0 4313 0 8187 0 155348 COMPENSATION OF THE TOP MANAGEMENT OFFICIAL SCHEDULE J, PART I, LINE 3 COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, KATHERINE CALDWELL, IS DETERMINED BY RELATED ORGANIZATION LEGACY COMMUNITY HEALTH SERVICES. THE FOLLOWING METHODS WERE USED TO ESTABLISH COMPENSATION: A COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE REVIEW PROCESS OF THE EXECUTIVE DIRECTOR. THE PROCESS INCLUDES THE USE OF 360 REVIEWS (INCLUDES STAFF AND BOARD MEMBERS) AND SALARY SURVEYS FROM UW AND OTHER SOURCES. THE COMMITTEE THEN RECOMMENDS THE COMPENSATION PACKAGE TO THE BOARD WHO APPROVES IT. THIS REVIEW IS DOCUMENTED IN THE BOARD OF DIRECTOR COMMITTEE MINUTES. A REVIEW OF THE EXECUTIVE DIRECTOR'S COMPENSATION WAS LAST CONDUCTED IN SEPTEMBER OF 2009. TOTAL NUMBER OF VOLUNTEERS FORM 990, PART I, QUESTION 6 THE TOTAL NUMBER OF VOLUNTEERS INCLUDES NON-COMPENSATED MEMBERS OF THE BOARD OF DIRECTORS. MANAGEMENT DUTIES FORM 990, PART VI, QUESTION 3 LEGACY COMMUNITY HEALTH ENDOWMENT PAYS MANAGEMENT FEES TO LEGACY COMMUNITY HEALTH SERVICES FOR THE PERFORMANCE OF VARIOUS MANAGEMENT SERVICES CUSTOMARILY PERFORMED BY CORPORATE OFFICERS AND KEY EMPLOYEES. FORM 990 REVIEW FORM 990, PART VI, QUESTION 11A A DRAFT OF THE ORGANIZATION'S FORM 990 IS FIRST REVIEWED IN DETAIL BY TOP MANAGEMENT. ONCE ALL CHANGES ARE MADE, A FINAL DRAFT IS DISTRIBUTED TO THE ENTIRE BOARD VIA EMAIL. CONFLICT OF INTEREST POLICY FORM 990, PART VI, QUESTION 12C EACH BOARD MEMBER IS REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST POLICY WHICH REQUIRES THEM TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THE CHAIRMAN OF THE BOARD, ALONG WITH THE EXECUTIVE DIRECTOR, REVIEWS ANY POTENTIAL CONFLICT. IF THE CONFLICT IS PERTINENT TO A VOTE, THE MEMBER IS REQUIRED TO EXCUSE THEMSELVES FROM THE VOTE. MEMBERS OF THE BOARD MAY NOT BE AN EMPLOYEE OR INDEPENDENT CONTRACTOR, OR THE SPOUSE, SPOUSAL EQUIVALENT, CHILD, PARENT, BROTHER OR SISTER BY BLOOD OR MARRIAGE OR AN EMPLOYEE OR INDEPENDENT CONTRACTOR OF THE CORPORATION. MEMBERS OF THE BOARD, EMPLOYEES AND INDEPENDENT CONTRACTORS OF THE CORPORATION, WHO ALSO WORK FOR A CORPORATION WHICH IS DOING BUSINESS WITH THE CORPORATION MUST DISCLOSE THAT RELATIONSHIP TO THE EXECUTIVE DIRECTOR, OR, IN THE CASE OF A BOARD MEMBER, TO THE BOARD CHAIR. THE CORPORATION RETAINS THE RIGHT TO TAKE STEPS TO PROTECT ITS INTEREST IN SUCH CIRCUMSTANCES. NO BOARD MEMBER OR EMPLOYEE MAY PARTICIPATE IN THE SELECTION, AWARD OR ADMINISTRATION OF A CONTRACT IN WHICH HE/SHE OR HIS/HER IMMEDIATE FAMILY HAS A FINANCIAL INTEREST OR A PROSPECTIVE FINANCIAL ARRANGEMENT. THIS POLICY DOES NOT PROHIBIT OUTRIGHT THE AWARDING OF A CONTRACT TO ANY AGENCY OR FIRM MEETING THE CONDITION CITED ABOVE. RATHER THIS POLICY CALLS FOR THE FULL PROHIBITION OF THE EMPLOYEE OR BOARD MEMBER FROM PARTICIPATING IN THIS AWARD, SELECTION OR ADMINISTRATION OF SUCH A CONTRACT. BOARD MEMBERS SHOULD TAKE CAUTION NOT TO CREATE THE APPEARANCE OF A CONFLICT OF INTEREST IF IN THE PERFORMANCE OF THEIR DUTIES AT THEIR REGULAR PLACE OF EMPLOYMENT THEY ARE CALLED UPON TO NEGOTIATE WITH THE CORPORATION ON THE BEHALF OF THEIR EMPLOYER. BOARD MEMBERS SHOULD, WHENEVER POSSIBLE, ABSTAIN FROM SUCH ACTIVITIES. THE CORPORATION WILL BE SENSITIVE TO, AND WILL SEEK TO AVOID, ORGANIZATIONAL CONFLICTS OF INTEREST AND NON-COMPETITIVE PRACTICES IN THE PROCUREMENT OF GOODS AND SERVICES. IN ADDITION, CORPORATE OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF INTEREST. DOCUMENT DISCLOSURE FORM 990, PART VI, QUESTION 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST FOR A LEGITIMATE BUSINESS PURPOSE, AS DETERMINED BY TOP MANAGEMENT. COPIES WILL BE MAILED IF A BUSINESS PURPOSE IS DETERMINED. OFFICER COMPENSATION AND HOURS FORM 990, PART VII AND SCHEDULE J, PART II THE AMOUNT REFLECTED AS COMPENSATION FROM A RELATED PARTY TO EACH EXECUTIVE REPRESENTS TOTAL COMPENSATION FOR ALL SERVICES TO LEGACY COMMUNITY HEALTH SERVICES. APPROXIMATELY 5% OF THIS SALARY IS ALLOCATED TO LEGACY COMMUNITY HEALTH ENDOWMENT AND IS CAPTURED IN MANAGEMENT FEE EXPENSE ON THE ENDOWMENT'S SCHEDULE OF FUNCTIONAL EXPENSES. KATHERINE CALDWELL, CEO AND JUDI McNALL, CFO, WORK APPROXIMATELY 40 HOURS PER WEEK BETWEEN LEGACY COMMUNITY HEALTH SERVICES AND LEGACY COMMUNITY HEALTH ENDOWMENT. LEGACY COMMUNITY HEALTH SERVICES PO BOX 66308 HOUSTON TX 77006 760009637 HEALTHCARE TX 501(C)(3) 9 NA false false false false false false false false true false false true false false true false true false